Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,103 | $89,259-77.5% | $107,187-81.2% | $82,637-75.7% |
| Participation rate | 77.8% | 67.9%+9.8pp | 75.0%+2.8pp | 68.1%+9.7pp |
| Annual return | 39.15% | 21.02%+18.1pp | 204.55%-165.4pp | 53.51%-14.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,122 | $4,037-22.7% | $5,096-38.7% | $4,126-24.3% |
| Admin fee / account holder | $1,051 | $7,381-85.8% | $9,162-88.5% | $7,339-85.7% |